September 2017 Upgrade

Fact Finds

The all new PPOL Fact Finds key features:

• Hard Facts - incomes, investments etc
• Soft Facts - freeflow text and Q & As
• Customisable - tailor to suit your clients & your business
• My Clients - enhanced client information
• Client Input - option to contribute directly online or on paper
• Integrate - with Suitability & Cashflow Modelling
• Report - download Fact Find report to Word

Pension Review

New Beneficiary Drawdown action for when the owner of a pension fund has died.

Coming Soon...

We are currently working on further features.

Previous Upgrade

For details of the last upgrade click here.